Leo Wealth »

Spdr Ser Tr shares owned by Leo Wealth

Quarter-by-quarter ownership of Spdr Ser Tr (CERY) shares owned by Leo Wealth from 13F filings

Historical chart of Leo Wealth investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Leo Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr Ser Tr by Leo Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 138k 28.65
2025-06-30 $3.8M 139k 27.23
2025-03-31 $3.9M 140k 27.71

More positions owned by Leo Wealth

Affirm Hldgs Com Cl A (AFRM)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Johnson & Johnson (JNJ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Blackrock (BLK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Leo Wealth

Top funds holding Spdr Ser Tr

State Street Corporation
LPL Financial
Envestnet Asset Management
Envestnet Portfolio Solutions
Assetmark
Cambria Investment Management
Austin Private Wealth
Park Avenue Securities
Aspire Private Capital
Empowered Funds
Advisor Group Holdings
Landmark Wealth Management
Raymond James Financial
Leo Wealth
Private Advisory

View all funds holding Spdr Ser Tr